Sean Cullen is a registered investment advisor at Prestige Wealth Management, based in Fairfax Station, VA. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 297 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prestige Wealth Management's fees are calculated as a percentage of the value of your portfolio, based on the average daily balance. The fee covers investment advisory services, transaction fees, platform provider fees, and model manager fees, if applicable. The maximum advisory fee will not exceed 2.50%. The specific annual fee schedule is identified in the contract between the advisor and the client.
Location
Fairfax Station, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Prestige Wealth Management
State Registrations2 states
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